TRIMBLE ACCESS PROJECTS AND JOBS GUIDE

TRIMBLE ACCESS PROJECTS AND JOBS GUIDE

Version 2018.10 Revision A August 2018 TRIMBLE ACCESS™ TRIMBLE ACCESS PROJECTS AND JOBS GUIDE

Contents Projects & jobs 3 Managing projects 6 To create a local project 7 File transfer 7 Trimble data folders 8 Multiple device setup 11 Internet connection setup 13 Managing jobs 17 To create a local job 19 Job templates 20 To copy job files 21 To import data to the job 22 To export data from the job 23 Import and export file formats 24 Repairing jobs 28 Job properties 29 Coordinate system 29 Units 43 Linked files 47 Active map layers 48 Feature library 50 Cogo settings 57 Additional settings 64 Media files 65 Legal information 67 Copyright and trademarks 67 Trimble Access Projects and Jobs Guide | 2

Projects & jobs A project is a folder for grouping Trimble Access jobs and the files used by those jobs, including control points, road or alignment RXL files, background images or surfaces, and reference files for the project such as site or health and safety information. A job contains the raw survey data from one or more surveys, and the configuration settings for the job including coordinate system, calibration, and measurement unit settings. Scan data and media images captured during the survey are stored in separate files and linked to the job. A job may also contain control points if you have imported them into the job instead of using a linked file from the project folder.

To start a survey you must have at least one project and one job.

Projects and jobs can be local to the controller or they can reside on the Trimble Connect cloud collaboration platform, from which they can be downloaded to the controller. On the controller, jobs are stored in the appropriate project folder in the Trimble Data folder. For more information on how files and folders are organized on the controller, see Trimble data folders, page 8. When creating a job, you can save the settings as a template and then create subsequent jobs using the template. Jobs in the same project usually have the same settings but this is not essential. Project and job creation Who creates the project and jobs and how they do this depends on your organization.

The options are: l Projects and jobs are created in the office using Trimble Sync Manager and sent to the cloud, from which they are downloaded to the controller. Project and job data on the controller can be uploaded to the cloud at any time.

If required, new jobs can be created locally on the controller and then uploaded to the cloud. l Projects are created in the office using Trimble Sync Manager and sent to the cloud, from which they are downloaded to the controller. Jobs are created locally on the controller and uploaded to the cloud. Project and job data on the controller can be uploaded to the cloud at any time. l Projects and jobs are created locally on the controller. In this scenario, project and job data cannot be uploaded to the cloud because the project does not reside in Trimble Connect.

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Projects & jobs Working with cloud projects and jobs Creating projects and jobs in the office Use Trimble Sync Manager to create projects and jobs using data from Trimble Business Center, AutoCAD Civil 3D, 12d Model, Bentley civil software and other survey and civil engineering software. The software sends the projects and jobs to Trimble Connect. For more information refer to the Trimble Sync Manager Help. Working on cloud projects and jobs on the controller To work with projects and jobs that reside in the Trimble Connect cloud collaboration platform you must have a current Trimble Access Software Maintenance agreement.

To see projects and jobs from the cloud, the controller must be connected to the Internet and you must be signed in to Trimble Connect using your Trimble ID in Trimble Access.

When you are signed in to Trimble Connect, projects and jobs that reside in the Trimble Connect cloud collaboration platform and assigned to you are shown in the Projects and Jobs screens of the Trimble Access software. You are also notified by email when a job is assigned to you from Trimble Connect. You can download individual projects and jobs as required. During project download, the folder is created on the controller and any project files are downloaded. Once you have downloaded a project, you can download jobs in the project.

The cloud icons next to the project or job name indicate if there are changes to be uploaded or downloaded: indicates there are changes in the project or job in the cloud to be downloaded to the controller indicates there are changes in the project or job on the controller to be uploaded to the cloud indicates the project or job in the cloud is exactly the same as the project or job on the controller You can upload data to the cloud at any time, by uploading changes in the job or by uploading changes to all jobs in the project at once.

New jobs created locally on the controller have the Upload option available when they are in projects that reside in the cloud and so can be uploaded to the cloud in the same way. When you change the status of a job to Fieldwork complete, changes to the job are automatically uploaded to the cloud.

Working with local projects and jobs Creating local projects You can create local projects on the controller, as required. You cannot upload a project you have created on the controller to the cloud. You will need to manually transfer data files that you want to use to the project folder on the controller. See File transfer, page 7 and Trimble data folders, page 8. Creating local jobs You can create local jobs on the controller as required. Trimble Access Projects and Jobs Guide | 4

Projects & jobs TIP – The process for creating a local job is the same, whether the job is part of a local project or a project that resides in the cloud.

As long as a local job is in a cloud project you can upload the local job to the cloud at any time after you have created it. To do this, tap in the details panel and select Upload. You can create local jobs from: l the last used job in the current project l a template, including templates you have created from previous jobs l a JobXML or DC file in one of these formats: l Trimble JobXML l SDR33 DC l Trimble DC v10.7 l Trimble DC v10.0 l SC Exchange NOTE – Importing from a JobXML file to a Trimble job file is mainly used to transfer the coordinate system definition and design information. A JobXML file generated from a Trimble job contains all the raw data in the FieldBook section, and "the best" coordinate for each point from the job in the Reductions section.

Only the data from the Reductions section is read into the new Trimble job file, raw observations are not imported.

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Managing projects The Projects screen appears each time you start the Trimble Access software. To view the Projects screen at any time, tap and select Project. The main part of the screen lists the projects in the Projects folder on the controller. If you are signed in to Trimble Connect, projects that are shared with you but are not yet downloaded from Trimble Connect are shown in gray text. NOTE – To download projects that reside in the Trimble Connect cloud collaboration platform or to upload changes to jobs in those projects, you must be signed in to Trimble Connect.

The Trimble Connect icon in the title bar is grayed out if you are not signed in.

Tap a project to select it. The details panel shows information about the selected project. To download a project To download a project from the cloud, select the project and tap Download. The Download screen shows the name, type, and size of each file in the project that will be downloaded. Tap Download to download the data to the controller. To open a project Tap a project to select it and tap Open. TIP – To help you select the correct project, a summary of some of the files and jobs in the selected project is shown in the details panel beside the project list.

When you open a project, the Jobs screen appears.

See Managing jobs, page 17. To create a project To create a new local project, tap New. See To create a local project, page 7. To find a project in the list To search for part of the project name, enter the text to search for in the Filter project field. Project names that contain the entered letters are listed. To show only projects on the controller, tap and select Controller. To show only projects in the cloud, tap and select Cloud. To refresh the list of projects, tap .

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Managing projects TIP – The projects screen checks for changes when you first open it but it does not refresh automatically. Tap to see new projects, for example projects recently shared with you in Trimble Connect or if you have used File Explorer to create a new folder in the Projects folder. To edit a project To edit the project properties, tap Properties. Make your changes and tap Accept. To delete a project from the controller, in the details panel tap and select Delete. TIP – If the project resides in Trimble Connect, the project is only removed from the controller.

Nothing is removed from Trimble Connect. You cannot delete projects that you have not yet downloaded. To upload data to the cloud When you change the status of a job to Complete, changes to the job are automatically uploaded to the cloud.

To upload changes to a job at any time, in the job, select the job in the Jobs screen and then tap in the details panel for the job and select Upload. To upload changes to all jobs in the project, for example at the end of each day, select the project in the Projects screen and then tap in the details panel for the project and select Upload. The Upload screen shows the name, type, and size of each file in the project that will be uploaded. Tap Upload to upload the data to the cloud. TIP – If there are no Upload or Download options in the Details menu, the current project is a local project only and does not reside in the cloud.

To create a local project 1. Tap and select Project. The Projects screen is shown. 2. Tap New. 3. Enter the Name of the project. 4. If required, enter Description, Reference, and Location details. This information will appear with the project name in the Projects screen. 5. If required, select an image for the project. To select a file on the controller or your network, tap . The selected image will appear next to the project name in the Projects screen. 6. Tap Create. The project folder is created on the controller and the New job screen appears. File transfer Trimble Access supports the following methods transferring files between your controller and an office computer or network, or between controllers.

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Managing projects Working with cloud data Download data from and uploading data to the cloud is the simplest method of transferring data to and from the device. When you are signed in to Trimble Connect, projects and jobs that reside in the Trimble Connect cloud collaboration platform and assigned to you appear automatically in the Projects and Jobs screens of the Trimble Access software. Use the Trimble Access software to download projects and jobs to the controller and then upload changes to the cloud. See Projects & jobs, page 3.

NOTE – To sign in to Trimble Connect, you must have configured an Internet connection. Copying files from your organization's network You can configure an internet connection to your organization's computer network and then log in to the network to view files and folders on the network. If you are transferring job files, you can use the Copy job function in Trimble Access to transfer the job between the USB stick and the project folder. See To copy job files, page 21. If you are transferring project files, use File Explorer to copy files to and from the memory stick. To open File Explorer from the Trimble Access software, tap and select Job data / File Explorer.

Using a USB memory stick to transfer files You can use a USB memory stick to transfer files from one computer to another. A memory stick, also called a flash drive, plugs into the USB port of the controller. If you are transferring job files, you can use the Copy job function in Trimble Access to transfer the job between the USB stick and the project folder. See To copy job files, page 21. If you are transferring project files, use File Explorer to copy files to and from the memory stick. To open File Explorer from the Trimble Access software, tap and select Job data / File Explorer. Trimble data folders All data used by the Trimble Access software must be stored in the appropriate folder in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

Trimble Access expects data to be organized in a specific folder structure inside this folder. To view this folder from the Trimble Access software, tap and select Job data / File Explorer. TIP – To pin the Trimble Data folder to your Favorites list in Windows Explorer, select File explorer from the Job data menu in Trimble Access. In Windows Explorer, scroll up to the Favorites list at the top of the left pane. Right click Favorites and select Add current location to Favorites. To see the System Files folder, select View at the top of the window and select the Hidden items check box. System files folder All system type files are stored in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

System files are files that can be used by any project or job, such as survey styles, coordinate system files, and feature library files.

NOTE – System files cannot be accessed if they reside in another folder. Trimble Access Projects and Jobs Guide | 8

Managing projects The following files must be stored in the System Files folder: File type File extension Feature Library files (TBC) .fxl Survey Style files .sty Geoid Grid files .ggf Combined Datum Grid files .cdg Configuration .cfg Projection grid files .pjg Shift grid files .sgf UK National Grid files .pgf Broadcast RTCM transformation files .rtd Antenna files .dat GNSS Contacts file .xml Custom ASCII Import file definitions .ixl XSLT Custom ASCII Export Stylesheet files .xsl XLST Custom Stakeout Stylesheet files .sss Measure Codes Database files .mcd Coordinate System Database files .csd NOTE – l Language files (.lng) and sound files (.wav) are stored in the appropriate language folder, stored in Program Files x86\Trimble\Trimble Access\General Survey\Languages\.

l Stakeout stylesheet files (.sss) and Custom Export stylesheet files (.xsl) can be located in the language folder or System Files. Translated Stakeout stylesheet files and translated Custom Export stylesheet files are typically stored in the appropriate language folder. Project folders Each project is stored in its own folder in the C:\ProgramData\Trimble\Trimble Data\Projects folder. The Projects folder is created the first time you run the Trimble Access application. Project files are stored in the appropriate folder and can be used by any job in that project. Project files are typically map files, alignments, or control point files.

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Managing projects The following files are stored in the folder: File type File extension Job files .job Comma Delimited (CSV) files .csv Comma Delimited (TXT) files .txt Digital Terrain Model files .dtm Triangulated Terrain Model files .ttm Map files .dxf Surpac files .str ESRI map Shapefiles .shp GENIO road files .crd .inp .mos LandXML road files or XML Documents .xml JobXML files .jxl Trimble road or alignment files .rxl Tunnel file .txl Htm reports (.htm) and comma delimited files (.csv) that are created when you export data using the Export function in the Jobs screen are also stored in the folder.

Job folders Each job is stored as a .job file in the appropriate folder. Each job has a Files folder which contains files such as image or GNSS data files that are created as work is done on the job. The following files are stored in the Files folder: File type File extension Subfolder GNSS data files .t01 .t02 Image files .jpg VX or S series scan files .tsf Original image files .jpg \ Files\Original Files SX10 scan files .rwcx \ Files\SdeDatabase.rwi Trimble Access Projects and Jobs Guide | 10

Managing projects TIP – When a scan point measured using a Trimble SX10 scanning total station is used in the job, for example in a Cogo calculation, a point is created in the job at the same position as the scan point.

Auto-generated folders are created as required, inside the Files folder: l \ Files\Original Files is created when you draw on or annotate an image file. The original, unedited image is copied to the Original Files folder. l \ Files\SdeDatabase.rwi is created to store .rwcx scan files if you scan using a Trimble SX10 scanning total station.

To easily copy jobs and associated files from one folder to another, or from one controller to another using an external drive such as a USB stick, tap Copy in the Jobs screen. Multiple device setup To streamline the process for setting up multiple controllers, you can modify some of the files in the C:\ProgramData\Trimble\Trimble Data\System Files folder in a text editor to meet your requirements and then copy those files to the other controllers. NOTE – Trimble recommends saving any modified system files with a custom name. If you keep the original name, then the files will be replaced when you upgrade the controller and any custom changes are lost.

For more information, refer to the topic Trimble Access data files in the Trimble Installation Manager Help. To set up default job properties To streamline the process of creating a job, create a job and configure the job properties that you want to reuse and then save the job as a template.

To set default values for the Reference, Description, Operator, or Notes fields, or to set these fields as "required" so that values must be entered in these fields, edit the JobDetails.scprf file in the C:\ProgramData\Trimble\Trimble Data\System Files folder. The settings in the JobDetails.scprf file are read each time the Trimble Access application is run. For more information on editing the file, refer to the notes provided at the top of the JobDetails.scprf file. To modify the list of descriptions used, edit the descriptions.xml file in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

the descriptions.xml file is created when you enter descriptions for points. The description stack is unique for each description field. To share groups of codes To share groups of codes between controllers, create the code groups on one controller using the Measure codes screen. Code groups, and the codes within each group, are stored in a Measure Codes Database (MCD) file in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

If you do not use a feature library, the software creates a Default.mcd file and this file is used whenever a job has no assigned feature library. Once you have set it up, you can copy the Default.mcd file to other controllers. Trimble Access Projects and Jobs Guide | 11

Managing projects If you use a feature library, the MCD file is tied to that feature library and has a matching name. You can copy the MCD file to other controllers, but to use it in the software the associated feature library must also be on the controller and assigned to the job. To lock a survey style To prevent a survey style from being edited in the field, use File Explorer to navigate to the C:\ProgramData\Trimble\Trimble Data\System Files folder.

Right-click the required survey style file and select Properties. In the General tab, select Read-only and tap OK.

In Trimble Access, the lock symbol to the left of the style name indicates that you cannot edit this style. NOTE – A locked style will be updated to reflect any changes made during the auto-connect cycle when connecting to an instrument. To customize the coordinate system database To customize the coordinate system database used by the Trimble Access software, you must use the Coordinate System Manager software to modify the Coordinate System Database (CSD) and then transfer the modified database to the System Files folder on the controller. When a custom.csd file exists in the C:\ProgramData\Trimble\Trimble Data\System Files folder, the Trimble Access software uses the custom.csd database instead of the coordinate system database built into the software.

For more information, see To customize the coordinate system database, page 41. To edit the list of GNSS contacts You can create and edit profiles by editing the GNSSContacts.xml file that is stored in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

You can also edit the ServiceProviders.xml file, so that it is easier to select the correct service provider when you configure a network connection using a mobile phone or Internet connection. The ServiceProviders.xml file appears when you tap in the APN field of the Network connection screen and select the Select Access Point Name option. To edit the list of antennas The Trimble Access software includes an Antenna.ini file that contains a list of antennas that you can choose from when creating a survey style. You cannot edit this list in the Trimble Access software. To shorten the list or add a new antenna type, edit the Antenna.ini file in the C:\Program Files (x86)\Common Files\Trimble\Config folder.

NOTE – When you transfer an Antenna.ini file, it overwrites any existing file of that name. The information in this file is also used in preference to the antenna information built into the Trimble Access software. To edit the content and format of the delta display or reports The content and format of the delta display that is shown during stakeout or when measuring a point relative to a 3D axis is controlled by XSLT style sheets. XSLT style sheets are also used to control the output and format Trimble Access Projects and Jobs Guide | 12

Managing projects of reports generated during export or to create custom import file formats.

You can edit the existing style sheets or create new formats in the office and then copy them to the C:\ProgramData\Trimble\Trimble Data\System Files folder on the controller. For more information on editing style sheets, see Custom import & export formats, page 27. Internet connection setup You can connect to the Internet by: l Using the cellular modem and the SIM card in the controller (if available) to connect to a 3G or 4G mobile broadband network.

l Connecting the controller to a smartphone and then using the smartphone's connection to a 3G or 4G mobile broadband network to connect to the Internet. l Connecting the controller to an external modem or to a mobile phone that supports dial-up networking. NOTE – To use the Internet connection for a real-time Internet data link, you must also create a GNSS contact that specifies the internet address from which to obtain the correction data. See To create a GNSS contact for a rover Internet data link.

To use mobile broadband on the controller To use the cellular modem in the controller to connect to a 3G or 4G mobile broadband network: 1.

Make sure a SIM card is inserted in the controller. Refer to the documentation for your controller. 2. Press the Windows key to display the Windows taskbar and tap the Wireless network icon . 3. Tap the Cellular tile to enable it. The tile changes to blue. 4. To configure options for the cellular connection, tap and hold the Cellular tile and select Go to Settings. a. To automatically connect to the cellular network whenever the controller is in range, select Let Windows manage this connection.

b. Select whether Windows can automatically switch to the cellular network if the Wi-Fi connection is poor. For more information, refer to the documentation for your controller. To connect the controller to the Internet using a smartphone You can connect the controller to the Internet using a smartphone. Connect the smartphone to the controller using a Wi-Fi or Bluetooth connection. The controller then uses the smartphone's connection to the 3G or 4G mobile broadband network to connect to the Internet.

In general, Wi-Fi connections have faster data connections but use more battery power on both devices than Bluetooth connections.

TIP – You can have only one Wi-Fi connection active at a time so if you have connected the controller to the SX10 using Wi-Fi you will need to connect to the smartphone using Bluetooth. Trimble Access Projects and Jobs Guide | 13

Managing projects To connect using Wi-Fi 1. On the phone, enable the Mobile hotspot or Portable hotspot setting. This turns off Wi-Fi on your phone so that the phone is now in Access Point mode. A notification shows the name of the created AP and the required passkey. TIP – To locate this setting on your phone, open the main Settings app and enter hotspot in the Search field. 2. On the controller, press the Windows key to display the Windows taskbar and tap the Wireless network icon . a. If the Wi-Fi tile is gray, tap it to enable it. The tile changes to blue. b. In the list of Wi-Fi networks, select the name of your phone's Access Point and enter the required passkey.

c. Tap Connect. 3. Open your Internet browser and enter a URL to confirm the controller can connect to the Internet. 4. To use this Internet connection for an Internet RTK data link, when configuring the GNSS contact in Trimble Access, tap in the Network connection field and select Operating system – Wi-Fi, Cellular. See To create a GNSS contact for a rover Internet data link. 5. To disconnect the controller from your smartphone, tap the Wireless network icon in the Windows taskbar, select the phone access point and tap Disconnect.

TIP – The next time you want to use the phone's Internet connection, re-enable the Mobile hotspot or Portable hotspot setting on the phone and then on the controller select the wireless network and tap Connect.

To connect using Bluetooth 1. Pair the smartphone with the controller. a. On the controller, press the Windows key to display the Windows taskbar and tap the system tray arrow. Tap the Bluetooth icon and select Add a Bluetooth Device. Make sure Bluetooth is set to On. TIP – The name of the controller is shown just below the Bluetooth On switch. b. On the controller, tap Add Bluetooth or other device. Select Bluetooth as the device type. In the list of devices on the controller, select the name of your phone.

c. When prompted, tap OK or Connect on each device to confirm the passkey is correct. NOTE – If there is a long list of Bluetooth devices on the controller, swipe down (scroll) to see the passkey confirmation prompt and buttons. The prompt times out after a few seconds, so if you miss it, tap Cancel and Trimble Access Projects and Jobs Guide | 14

Managing projects repeat steps (c) and (d). d. On the controller, tap Done. 2. On the phone, enable the Bluetooth tethering or Internet tethering setting to allow your phone's Internet connection to be shared with another device.

TIP – To locate this setting on your phone, open the main Settings app and enter tethering in the Search field. 3. To use the phone's Internet connection on the controller: a. Press the Windows key to display the Windows taskbar and tap the arrow to display the system tray. Tap the Bluetooth icon and select Join a Personal Area Network. The Windows Devices and Printers window opens. Wait for a moment for the connected phone to appear.

b. Tap the phone and from the options at the top of the window, select Connect using / Access point. 4. Open your Internet browser and enter a URL to confirm the controller can connect to the Internet. 5. To use this Internet connection for an Internet RTK data link, when configuring the GNSS contact in Trimble Access, tap in the Network connection field and select Operating system – Wi-Fi, Cellular. See To create a GNSS contact for a rover Internet data link. 6. To stop using the phone's Internet connection, return to the Windows Devices and Printers window, select the phone and tap Disconnect from device network.

TIP – The next time you want to use the phone's Internet connection, connect the devices using Bluetooth and then repeat the steps in step (3) above. To connect the controller to the Internet using an external modem or mobile phone To connect to the Internet by connecting the controller to an external modem or a mobile phone that supports dial-up networking: 1. In Trimble Access, tap and select Settings / Connections / GNSS contacts. 2. Tap New. 3. In the Edit GNSS contact screen, tap next to the Network connection field. The Network connection screen appears.

4. Tap Add. The Create new network connection screen appears.

5. Enter a Name for the network connection. 6. a. Tap Config. The Windows Bluetooth settings screen opens. b. Make sure Bluetooth is set to On. and then tap Add Bluetooth or other device. c. Select Bluetooth as the device type. In the list of devices on the controller, select the name of your phone. d. When prompted, tap OK or Connect on each device to confirm the passkey is correct. Trimble Access Projects and Jobs Guide | 15

Managing projects NOTE – If there is a long list of Bluetooth devices on the controller, swipe down (scroll) to see the passkey confirmation prompt and buttons. The prompt times out after a few seconds, so if you miss it, tap Cancel and repeat steps (c) and (d). e. On the controller, tap Done. f. Return to the Create new network connection screen and configure the connection settings for the connected modem 7. In the Bluetooth modem field, select the modem or phone the controller is connected to. 8. Specify the Access Point Name (APN) for the Internet service provider. This is the service provider that provided the SIM card in the phone or modem.

To use the Select Access Point Name (APN) wizard, tap and select your country in the Location field, and then select your Provider and plan. Tap Accept. The APN field is updated. 9. In the Number to dial field, enter *99***1#. The *99***1# is a standard access code for mobile Internet. If you are unable to connect using *99***1#, contact your mobile Internet provider. 10. If required, enter a Username and Password. 11. Tap Accept. TIP – If a message appears warning that details of the dial-up networking service for the Bluetooth device could not be resolved, then the phone or modem may not support dial-up networking.

Try connecting creating a connection to the phone using the steps for a smartphone. The software returns to the Network connection screen, where you can select the connection you just created and add it to the GNSS contact you will use for the RTK Internet data link. See To create a GNSS contact for a rover Internet data link.

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Managing jobs The Jobs screen appears each time you open a project or create a local project. To view the Jobs screen at any time, tap and select Job. The main part of the screen lists the jobs in the selected project. If you are signed in to Trimble Connect, jobs that are assigned to you but are not yet downloaded from Trimble Connect are shown in gray text. NOTE – To download or upload jobs and job data, you must be signed in to Trimble Connect. The Trimble Connect icon in the title bar is grayed out if you are not signed in.

Tap a job to select it. The details panel shows information about the selected job. To download a job To download a job from the cloud, select the job and tap Download. The Download screen shows the name, type, and size of each file in the job that will be downloaded. Tap Download to download the data to the controller. To open a job Tap a job to select it then tap Open. TIP – To help you select the correct job, a summary of some of the files in the selected job is shown in the details panel beside the job list.

If the job you are opening has no defined project height, the Project height screen appears.

Key in the project height, or tap Here to define the height using the current GNSS position. If there is no position available, the Here button is disabled. When the job opens, the map appears. If no data appears in the map, or you cannot see the data you expect to see, tap in the map toolbar. See To make features in the map visible and selectable, page 49. To create a job To create a new local job, tap New. See To create a local job, page 19. To find a job in the list To search for part of the job name, enter the text to search for in the Filter job field. Job names that contain the entered letters are listed.

To change the default filters, tap and select the filter type. A check mark next to the filter means that filter is being applied. Select the item again to disable the filter. NOTE – By default, only jobs in the cloud that are assigned to you, and any local jobs are shown. 3 Trimble Access Projects and Jobs Guide | 17

Managing jobs To see jobs that are not assigned to you, tap and if there is a check mark next to Cloud: Assigned to me then select that item so that the check mark disappears. Jobs that are not assigned to you and can be downloaded from Trimble Connect are shown in gray text.

To download a job, select it and tap Download. To hide completed jobs from the Jobs screen, tap above the job list and select Status: Completed so that there is no check mark next to it. The next time you change the status of a job to Complete, it will also disappear from the jobs list.

To refresh the list of jobs, tap . TIP – The projects screen checks for changes when you first open it but it does not refresh automatically. Tap to see new jobs, for example jobs recently shared with you in Trimble Connect or if you have used File Explorer to copy a job into the Projects folder. To edit a job To change the status of a job, tap the job to select it and in the details panel, select the new Status from the list. The status of a job can be New, In progress or Fieldwork complete. To edit the job properties, tap Properties. Make your changes and tap Accept. See Job properties, page 29.

To delete a job and all associated data files such as scan files from the controller, in the details panel tap and select Delete. Tap Yes to confirm.

TIP – Files in the project folder are not affected when you delete a job. If the job resides in Trimble Connect, the job is only removed from the controller. Nothing is removed from Trimble Connect. You cannot delete jobs that you have not yet downloaded. To upload data to the cloud When you change the status of a job to Fieldwork complete, changes to the job are automatically uploaded to the cloud. To upload changes to a job at any time, in the job, select the job in the Jobs screen and then tap in the details panel for the job and select Upload. The Upload screen shows the name, type, and size of each file in the job that will be uploaded.

Tap Upload to upload the data to the cloud.

To upload changes to all jobs in the project, for example at the end of each day, select the project in the Projects screen and then tap in the details panel for the project and select Upload. To upload a job that you created locally on the controller, tap in the details panel for the job and select Upload. Alternatively, tap in the details panel for the project and select Upload to upload all changes to the project included changes to jobs. Any new local jobs are uploaded at the same time. TIP – If there are no Upload or Download options in the Details menu, the job resides in a local project and data cannot be uploaded to the cloud.

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Managing jobs To create a local job 1. Tap and select Job. Jobs for the current project are shown. The name of the current project is indicated at the top of the Jobs screen. 2. Tap New. TIP – The New Job screen appears automatically when you create a project. 3. To create a job from a template or the last used job: a. Select the Create from template option. b. Enter the Job name. c. In the Template field, select: l Default to create the job from the default template provided with the software. l if you have created a job template.

See Job templates, page 20. l Last used job.

All the job properties from the selected template or job are copied into the job. The button next to each property field shows a summary of the current properties. 4. To create a job from a JobXML or DC file: a. Select the Create from JobXML or DC file option. b. Enter the Job name. c. Select the File format. TIP – If you are unsure of the file format, select any format and the software will check this when it imports the file. d. In the From file field, select the file. Tap to navigate to a folder. e. Tap Accept.

f. Tap OK. 5. To define or change the job properties, tap the appropriate button.

Tap: l Coord. sys. to choose the coordinate system for the job. See Coordinate system, page 29. l Units to select the units and formats for numerical values. See Units, page 43. l Linked files to link CSV, TXT or job files so that you have access to the points in those files without adding them to the job (for example, a file containing control points). See Linked files, page 47 l Map files to add data to the job and make the data visible and selectable in the map. See Active map layers, page 48.

l Feature library to associate a feature library with the job. See Feature library, page 50. l Cogo settings to set the coordinate geometry settings for the job. See Cogo settings, page 57. Trimble Access Projects and Jobs Guide | 19

Managing jobs l Additional settings to set additional settings for the job. See Additional settings, page 64. l Media file button to link media files to the job or to points in the job. See Media files, page 65. l If required, enter Reference, Description and Operator details, and any Notes. TIP – To set default values for the Reference, Description, Operator, or Notes fields, use a text editor to modify the JobDetails.scprf file in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

6. Tap Accept. Job templates A template makes it faster and easier to create jobs with the same settings. Create a template with the job properties configured as required and then create jobs from the template.

NOTE – Templates are used only to import a set of job properties as you create the job. Editing or deleting a template has no effect on jobs previously created from the template. Tap and select Settings / Templates. The Templates screen shows the Default template provided with the software and any templates you have created. To create a template 1. Tap New. 2. Enter the template name. 3. To create the template from another template or the last used job, select the template or Last used job in the Copy from field.

The properties from the selected template or job are copied into the job.

Edit the properties as required. 4. Tap Accept. To Import a template from another job 1. Tap Import. 2. In the Select job screen, select the job. Tap OK. 3. Enter the Template name. Tap Accept. The new template appears in the Templates screen. To edit the job properties configured in the template 1. To edit a template, select it and tap Edit. 2. To define or change the job properties, tap the appropriate button. Tap: l Coord. sys. to choose the coordinate system for the job. See Coordinate system, page 29. l Units to select the units and formats for numerical values. See Units, page 43. Trimble Access Projects and Jobs Guide | 20

Managing jobs l Linked files to link CSV, TXT or job files so that you have access to the points in those files without adding them to the job (for example, a file containing control points). See Linked files, page 47 l Map files to add data to the job and make the data visible and selectable in the map. See Active map layers, page 48. l Feature library to associate a feature library with the job. See Feature library, page 50. l Cogo settings to set the coordinate geometry settings for the job. See Cogo settings, page 57. l Additional settings to set additional settings for the job. See Additional settings, page 64.

l Media file button to link media files to the job or to points in the job. See Media files, page 65. l If required, enter Reference, Description and Operator details, and any Notes. TIP – To set default values for the Reference, Description, Operator, or Notes fields, use a text editor to modify the JobDetails.scprf file in the C:\ProgramData\Trimble\Trimble Data\System Files folder.

To copy job files To copy jobs into or out of the project folder, or to copy items between jobs, tap and select Job, and then tap Copy. The Copy screen appears. The Copy function is especially useful when copying job files to a USB drive so that you can transfer jobs from one controller to another. Files associated with the job that were collected during the survey (for example, image and scan files) can be copied at the same time. NOTE – Broadcast RTCM transformation (RTD) files associated with the job are not copied with the job. Users of RTD files should ensure the grid file on the controller that the data is being copied to contains grid data that covers the area of the copied job.

If you choose to copy specific items between jobs, you can select from: l Calibration l All control points l Calibration and control l Local transformations l Points l RTX-RTK offset To copy job files to a location outside the project folder 1. In the Copy screen, select Copy job files to. 2. Browse to and select the Job to copy. 3. Select the Destination folder for the copied job. Trimble Access Projects and Jobs Guide | 21

Managing jobs 4. To include all files starting with the same job name in the \Export folder, select the Include exported files check box.

5. To create a JobXML file, select the Create JobXML file check box. 6. To copy project files associated with the job, select the appropriate check box(es). 7. Tap Accept. To copy job files into the project folder 1. In the Copy screen, select Copy job files from. 2. Browse to and select the Job to copy. 3. To include all files starting with the same job name in the \Export folder, select the Include exported files check box.

4. To copy project files associated with the job, select the appropriate check box(es). 5. Tap Accept. To copy items between jobs NOTE – You can only copy information between jobs that are in the current project folder. 1. In the Copy screen, select Copy between jobs. 2. Browse to and select the Job to copy. 3. Select the job that the data will be copied to. 4. Select the type of data to be copied and select whether duplicate points should be copied. Duplicate points in the job you are copying to will be overwritten.

NOTE – l When copying points between jobs, make sure that the points you are copying use the same coordinate system as the job that the files are being brought into.

l When copying local transformations between jobs, all transformations are copied, and the copied transformations are not editable. To modify or update a copied transformation, update the original transformation and then copy it again. 5. Tap Accept. To import data to the job 1. Tap and select Job. 2. In the Jobs screen, select the job to import data to. 3. Tap Import. The Import screen appears. 4. Select the File format of the file you are importing. The options are CSV or TXT formats, or Surpac files. Trimble Access Projects and Jobs Guide | 22

Managing jobs TIP – To create a job from a DC or JobXML file, see To create a local job, page 19. 5. Enter the File name or tap to select the file. 6. To import points as control points, select the Import points as control check box. 7. If the selected file is a comma delimited CSV or TXT file: a. Use the Point name, Point code, Northing, Easting and Elevation fields to map each field to the appropriate field in the file. b. If the file contains null elevations, enter the Null elevation value. c. In the Duplicate point action field, select the action the software should take if the file contains points of the same name as existing points in the job.

Select: l Overwrite to store the imported points and delete all existing points of the same name. l Ignore to ignore the imported points of the same name so that they are not imported. l Store another to store the imported points and keep all existing points of the same name. 8. If the Advanced geodetic check box is enabled in the Cogo settings screen, and you select a CSV or TXT file, you must specify the Coordinate type of the points in the file. Select Grid points or Grid (local) points.

9. If the points in the file are Grid (local) points, select the transformation to use to transform them to grid points: l To assign the transformation later, select Not applied, this will be defined later. Tap Accept. NOTE – If you select this option and you later decide to assign an input transformation to this file, you must unlink and then relink the file. l To create a new display transformation, select Create new transformation. Tap Next and complete the required steps. See Transformations.

l To select an existing display transformation, select Select transformation. Select the display transformation from the list.

Tap Accept. 10. Tap Accept. 11. Tap OK. To export data from the job 1. Tap and select Job. 2. In the Jobs screen, select the job to import data to. 3. Tap Export. The Export screen appears. 4. In the File format field, select the type of file to create. By default, the File name field shows the name of the current job and the file extension is the file extension for the selected file type.

Trimble Access Projects and Jobs Guide | 23

Managing jobs 5. If required, edit the file name. Tap to select an existing folder or create a new one. The default folder is \Export. 6. If the file format you selected is: l Comma Delimited (*.CSV, *.TXT), select a field for each value. When you tap Accept, you will be able to select the points to export. See Selecting points. l DXF, select the DXF file format and the entity types to export. If a point has features and attributes assigned to it then all the attributes are added as attributes of the inserted point in the DXF file.

When a feature library (*.fxl) created by the Trimble Business Center software's Feature Definition Manager is used, the FXL defined layers and colors are used in the DXF. l ESRI Shapefiles, set the Coordinates to Grid (northing/easting/elevation) or Lat/Long coordinates (local latitude/longitude/height). l Grid local coordinates, select whether to output the original entered grid (local) coordinates or the computed display grid (local) coordinates. NOTE – The computed grid (local) coordinates are derived by taking the keyed-in or computed grid coordinates and then applying the display transformation.

You must set the required display transformation before you export the file. To do this in Review job, select a point, go to Options, set the Coordinate view to Grid (local) and then select a Transformation for grid (local) display.

l Stakeout report, specify the acceptable stakeout tolerances in the Stakeout horizontal tolerance and the Stakeout vertical tolerance fields. Any stakeout delta greater than the defined tolerances appears in color in the generated report. l Survey report, select whether to generate a detailed report and the format for reporting GNSS deltas. l Traverse report, specify the traverse deltas limit. Values that exceed this limit are highlighted in the generated report. l Trimble JobXML, select the appropriate version number. l Utility Survey DXF, configure the options for creating lines and generating text.

7. To automatically view the file after you create it, select the View created file check box. 8. Tap Accept.

Import and export file formats Predefined import and export file formats are defined using XSLT style sheet (*.xsl) definition files. They are typically located in the C:\ProgramData\Trimble\Trimble Data\System Files folder. The predefined style sheet definitions are provided in English. Translated stylesheet files are typically stored in the Program Files x86\Trimble\Trimble Access\General Survey\Languages\ folder. You can import and export data using the predefined file formats, or you can create your own formats. Trimble Access Projects and Jobs Guide | 24

Managing jobs Import file formats You can use the predefined formats or create a comma delimited CSV or TEXT file.

TIP – DC and JobXML files are not imported; instead create a job from these files. See To create a local job, page 19. Predefined file formats Select from the following predefined formats: l CSV Grid points E-N The data must be in the format Name, Easting, Northing, Elevation, Code l CSV Grid points N-E The data must be n the format Point Name, Northing, Easting, Elevation, Code l CSV Lines The data must be in the format Start Point Name, End Point Name, Start Station, l CSV WGS84 Lat-long points l Surpac NOTE – To be successfully imported, points in WGS-84 and local geographic coordinates must have a height.

Comma delimited CSV or TXT files If the Comma Delimited (*.CSV, *.TXT) option is selected, you can specify the format of the data that is received. Five fields appear: Point name, Point code, Northing, Easting, and Elevation. If description fields are enabled for the job, there are two additional fields to configure. Select Unused if a particular value is not present in the file being received.

Null elevations If the comma-delimited file you are importing contains 'null elevations' that are defined as something other than null, for example a 'dummy' elevation such as -99999, you can configure the format of the Null elevation and the Trimble Access software converts these 'null elevations' to real null elevations inside the job. The Null elevation value is also used when points are imported or copied from linked CSV files. Coordinate type and local transformations If Advanced geodetics is enabled, then for most file formats you must specify the Coordinate type of the points in the file.

You can create a transformation when you import grid local points, but you cannot use the grid local points from the file you are about to import unless that file has already been liked to the current job. Trimble Access Projects and Jobs Guide | 25